Retirement Portfolio Lifespan

How Long Will Your Funds Last?

According to the Employee Benefit Research Institute (EBRI), only 13% of pre-retirees surveyed felt â€œvery confidentâ€� that they'll have enough money to live comfortably during retirement.

One of the greatest concerns of those approaching retirement is whether they have saved enough money to last a lifetime.

Use this calculator to estimate the lifespan of your retirement portfolio based on your expected return and rate of inflation.

According to EBRI, 51% of today's retirees say they need just as much or more income as they did when they were working.

Your Results

It’s important that you accumulate a large enough portfolio to meet your retirement income expectations. Based on the assumptions you entered, the results below show how long your portfolio would potentially last based on the rate of return and monthly income need you entered.

The expected value of your investment portfolio at retirement:

$0

The annual rate of return you expect to earn on this portfolio:

0%

The annual rate of inflation you expect during retirement:

0%

The money you will need each month:

$0

Your portfolio should last:

0 years

Will your portfolio last as long as you hoped? If this estimate does not meet your
expectations, you may want to consider increasing your retirement savings, or consider
whether you may be able to position a portion of your portfolio for potentially
greater gains. But remember, with increased return potential comes increased investment
risk.

Retirement Portfolio Lifespan

This hypothetical illustration does not represent the performance of any particular
investment vehicle. Investments seeking higher rates of return also involve a higher
degree of investment risk. Rates of return will vary over time, particularly for
long-term investments.

This hypothetical example is used for illustrative purposes only. Actual results will vary.

The information in this calculator is not intended as tax or legal advice, and it
may not be relied on for the purpose of avoiding any federal tax penalties. You
are encouraged to seek tax or legal advice from an independent professional advisor.
The content is derived from sources believed to be accurate. Neither the information
presented nor any opinion expressed constitutes a solicitation for the purchase
or sale of any security.

Securities, investment services, annuity and insurance products offered
through D.A. Davidson & Co., member SIPC.
D.A. Davidson & Co. and its affiliates do not provide tax or legal advice.
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constitutes a solicitation or offer by D.A. Davidson or its affiliates to buy
or sell any securities, options or other financial instruments or
provide any investment advice or service. Some content on this site is
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